Filed April 3, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,071 | $223,823-79.4% | $211,142-78.2% | $154,746-70.2% |
| Participation rate | 88.2% | 87.9%+0.4pp | 87.3%+0.9pp | 80.7%+7.5pp |
| Annual return | 15.99% | 50.39%-34.4pp | 46.84%-30.8pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,711 | $6,787-74.8% | $6,442-73.4% | $4,379-60.9% |
| Participant deferral / active EE | $4,639 | $9,750-52.4% | $9,284-50.0% | $6,730-31.1% |
| Admin fee / account holder | $443 | $19,707-97.8% | $19,076-97.7% | $14,365-96.9% |